Purchases and Sales Made in Q2 2025 in Dominion Energy, Inc (D)
This table provides information about the institutional ownership of Dominion Energy, Inc (D) during Q2 2025. The information is specifically focused on institutions that hold shares of DOMINION ENERGY, INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-65- 0.44% |
$3.23K - $3.77K
|
14.8K
$871K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-67- 43.51% |
$3.33K - $3.89K
|
87
$5.12K
|
|
|
Jul 01, 2025
Q2 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-70- 0.79% |
$3.48K - $4.06K
|
8.74K
$514K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-70- 1.67% |
$3.48K - $4.06K
|
4.12K
$242K
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
SELL
|
- |
-73- 0.93% |
$3.63K - $4.23K
|
7.78K
$458K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-84- 5.79% |
$4.17K - $4.87K
|
1.37K
$80.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-90- 1.15% |
$4.47K - $5.22K
|
7.73K
$455K
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-90- 2.22% |
$4.47K - $5.22K
|
3.96K
$233K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-90- 1.35% |
$4.47K - $5.22K
|
6.56K
$386K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-92- 3.38% |
$4.57K - $5.34K
|
2.63K
$155K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-93- 1.11% |
$4.62K - $5.39K
|
8.28K
$487K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-98- 16.31% |
$4.87K - $5.68K
|
503
$29.6K
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-99- 33.11% |
$4.92K - $5.74K
|
200
$11.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-100- 27.78% |
$4.97K - $5.8K
|
260
$15.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-100- 1.43% |
$4.97K - $5.8K
|
6.9K
$406K
|
|
|
Aug 05, 2025
Q2 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-100- 1.16% |
$4.97K - $5.8K
|
8.49K
$500K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-100- 1.15% |
$4.97K - $5.8K
|
8.6K
$506K
|
|
|
Aug 08, 2025
Q2 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-100- 0.05% |
$4.97K - $5.8K
|
190K
$11.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-103- 0.89% |
$5.11K - $5.97K
|
11.5K
$677K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-113- 1.9% |
$5.61K - $6.55K
|
5.82K
$343K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-114- 1.6% |
$5.66K - $6.61K
|
7.03K
$414K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-118- 1.15% |
$5.86K - $6.84K
|
10.2K
$598K
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-119- 0.57% |
$5.91K - $6.9K
|
20.7K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-121- 1.57% |
$6.01K - $7.02K
|
7.59K
$447K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-125- 0.8% |
$6.21K - $7.25K
|
15.6K
$917K
|
|
|
Jul 25, 2025
Q2 2025
|
Bull Street Advisors, LLC
|
SELL
|
- |
-125- 0.48% |
$6.21K - $7.25K
|
25.7K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-125- 64.1% |
$6.21K - $7.25K
|
70
$4.12K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-125- 0.62% |
$6.21K - $7.25K
|
20.1K
$1.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-129- 0.15% |
$6.41K - $7.48K
|
88.5K
$5.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-130- 2.24% |
$6.46K - $7.54K
|
5.67K
$334K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-133- 13.59% |
$6.6K - $7.71K
|
846
$49.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-134- 2.57% |
$6.65K - $7.77K
|
5.09K
$299K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-134- 3.39% |
$6.65K - $7.77K
|
3.81K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-136- 1.66% |
$6.75K - $7.89K
|
8.05K
$474K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-139- 15.19% |
$6.9K - $8.06K
|
776
$45.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Ifc Advisors LLC
Los Angeles, CA |
SELL
|
- |
-144- 2.57% |
$7.15K - $8.35K
|
5.45K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-146- 40.56% |
$7.25K - $8.47K
|
214
$12.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-150- 2.51% |
$7.45K - $8.7K
|
5.82K
$342K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-150- 0.93% |
$7.45K - $8.7K
|
16K
$942K
|
|
|
Aug 13, 2025
Q2 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-150- 1.3% |
$7.45K - $8.7K
|
11.4K
$673K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-160- 23.49% |
$7.95K - $9.28K
|
521
$30.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-164- 3.45% |
$8.14K - $9.51K
|
4.58K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-166- 2.76% |
$8.24K - $9.63K
|
5.86K
$345K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-180- 3.14% |
$8.94K - $10.4K
|
5.56K
$327K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
SELL
|
- |
-180- 1.32% |
$8.94K - $10.4K
|
13.4K
$789K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-181- 1.3% |
$8.99K - $10.5K
|
13.7K
$808K
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-183- 1.19% |
$9.09K - $10.6K
|
15.2K
$893K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-187- 13.45% |
$9.29K - $10.8K
|
1.2K
$70.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-190- 4.79% |
$9.44K - $11K
|
3.78K
$222K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-192- 1.19% |
$9.53K - $11.1K
|
15.9K
$936K
|